Adding a Custom Value

Description:

Vue Finance allows you to create and track custom values in your portfolio. This could be your cash on hand, liquidity, remaining commitments, or anything else you may find important in your financial decision making.

For this example, we'll walk through creating Cash on Hand as a portfolio value.

Instructions:

1. Navigate to the Values page.

2. Click "Add Portfolio Value" on the top right of the page.

3. For the name field type in "Cash on Hand".

4. Note that you cannot have two portfolio values with the same name.

5. For the "Valuation Method" select "Expression"

6. In the "Expression" input field, add a formula that adds up all of your cash accounts.

Type "@" to trigger the drop-down menu. This will list all accounts and values available in your portfolio. If you don't have any accounts connected yet, follow the instructions for connecting accounts first. Select all of your cash (or equivalent) accounts. Add a plus sign after you've selected an account, and add another cash account using the same drop-down menu. Your formula should look something like this: @{Chase Bank Checking ***1234} + @{BoA Savings ***4324} + @{Capital One Checking ***1234} + @{Capital One Credit Card ***3253}

1. Click "Save" to create the new value.

Bonus:

You can reference portfolio values in the expression of other values. Try creating another portfolio value called "Liquidity" which adds "Cash on Hand" to all your other accounts that you consider liquid. The expression for your "Liquidity" value may look something like this: @{Cash on Hand} + @{Brokerage Account}